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The Current State of Digital Advertising
The Shifting of Attention, Regulation, and Social Media’s Evolution
Apr 27
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Eric Flaningam
39
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The Current State of Digital Advertising
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The Evolution of Digital Advertising
The History of Digital Ads, Aligning Incentives, and Business Models That Really Work
Apr 20
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Eric Flaningam
38
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The Evolution of Digital Advertising
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Salesforce & AI Strategy
A deep dive on the CRM Company, AI's role in its future, and potential shifts in software value chains
Apr 6
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Eric Flaningam
40
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Salesforce & AI Strategy
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March 2025
The Evolution of Marketplaces
A Primer on the Past, Present, and Future of the Marketplace Business Model
Mar 30
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Eric Flaningam
52
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The Evolution of Marketplaces
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Databricks and the Future of Data
A Case Study on Riding S Curves: Past, Present, and Future of the Data & AI Company
Mar 23
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Eric Flaningam
53
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Databricks and the Future of Data
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On the Lifecycle of Industries
Two Roads Diverge: AI's Rise and Software's Consolidation
Mar 15
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Eric Flaningam
41
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On the Lifecycle of Industries
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The Current State of AI Markets
The March 2025 edition: A quantitative analysis of where value has accrued; AI Supply and AI Demand; The Long Tail of Applications
Mar 9
•
Eric Flaningam
63
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The Current State of AI Markets
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The Future of Foundation Model Business Models
What’s the path to profitability for OpenAI, Anthropic, xAI, and others?
Mar 2
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Eric Flaningam
70
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The Future of Foundation Model Business Models
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February 2025
OpenAI, Part 3: The (Probabilistic) Future of OpenAI
Thoughts on the future of the AI company
Feb 23
•
Eric Flaningam
24
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OpenAI, Part 3: The (Probabilistic) Future of OpenAI
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OpenAI, Part 2
Technology, Business Model, Financials, and Competitive Landscape for the AI Giant
Feb 16
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Eric Flaningam
57
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OpenAI, Part 2
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Q4' 24 Hyperscaler Report: AI Supply & AI Demand
CapEx, Growth Rates, Market Share, and some thoughts on the ROI of AI
Feb 9
•
Eric Flaningam
42
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Q4' 24 Hyperscaler Report: AI Supply & AI Demand
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OpenAI, Part 1
The History of OpenAI
Feb 2
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Eric Flaningam
86
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OpenAI, Part 1
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